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Monthly Archive
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2016
Welcome to our Archives page. On this page you will find a total of
24
of our articles broken down into Months and Years.
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2020 (2)
January 2020 (2)
2019 (26)
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2018 (23)
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2017 (24)
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November 2017 (2)
October 2017 (1)
September 2017 (2)
August 2017 (3)
July 2017 (2)
June 2017 (3)
May 2017 (2)
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2016 (24)
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June 2016 (1)
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2015 (15)
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2014 (18)
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2013 (12)
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July 2013 (2)
June 2013 (1)
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2012 (3)
August 2012 (1)
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Atlantic Capital Management
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Chris Tobey (12)
William C. Newell (12)
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22 Dec
Atlantic Capital Management
William C. Newell
2766
Is a SIMPLE IRA Right for Your Business?
A look at this easy-to-administer retirement program. Do you want a simple retirement plan? A plan you can implement easily as an independent contractor or small business owner, without a lot of pape
...
read more..
15 Dec
Atlantic Capital Management
Chris Tobey
2777
Mind Over Money
Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over anot
...
read more..
05 Dec
Atlantic Capital Management
William C. Newell
2795
Mortgage Rates May Stay Low for a Long Time
Why aren’t they rising? Are they the new normal? In November 2012, the interest rate on a 30-year home loan averaged just 3.31%. That was an all-time low. Simultaneously, the 15-year fixed-rate
...
read more..
27 Oct
Atlantic Capital Management
Chris Tobey
2619
Long-Term Investment Truths
Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others you
...
read more..
12 Oct
Atlantic Capital Management
William C. Newell
2775
The New Gradual Retirement
Working a little (or a lot) after 60 may become the norm. Do we really want to retire at 65? Not according to the latest annual retirement survey from the Transamerica Center for Retirement Studies w
...
read more..
15 Sep
Atlantic Capital Management
Chris Tobey
2693
Updating Your Estate Plan
When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who wil
...
read more..
09 Sep
Atlantic Capital Management
William C. Newell
2573
Mid-Life Money Errors
If you are between 40 & 60, beware of these financial blunders & assumptions. Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the s
...
read more..
30 Aug
Atlantic Capital Management
Chris Tobey
2722
When Is Social Security Income Taxable?
The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to c
...
read more..
10 Aug
Atlantic Capital Management
William C. Newell
2796
Sometimes the Pundits Get It Wrong
In fact, many predictions about Wall Street have misread the market’s direction. Trying to determine how Wall Street will behave next week, next month, or next year is difficult. Some feel it i
...
read more..
04 Aug
Atlantic Capital Management
Chris Tobey
2627
How Can You Make Your Retirement Money Last?
These spending and investing precepts may encourage its longevity. All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want t
...
read more..
26 Jul
Atlantic Capital Management
William C. Newell
2730
Why Are We Saving More and Spending Less?
Have our memories of the Great Recession altered our habits? Consumer spending accounts for more than two-thirds of economic activity in the United States. Lately, that spending has moderated
...
read more..
02 Jun
Atlantic Capital Management
Chris Tobey
2779
Tell Your Beneficiaries About Your Accounts and Policies
Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to wh
...
read more..
20 May
Atlantic Capital Management
William C. Newell
2886
You Retire, But Your Spouse Still Works
That development may mean lifestyle as well as financial adjustments. Your significant other may retire later than you do. Sometimes that reality reflects an age difference, other times one person wa
...
read more..
12 May
Atlantic Capital Management
Chris Tobey
2760
Could Social Security Really Go Away?
Just how gloomy does its future look? Will Social Security run out of money in the 2030s? For years, Americans have been warned about that possibility. Those warnings, however, assume that n
...
read more..
28 Apr
Atlantic Capital Management
William C. Newell
2769
Retirement Now vs. Retirement Then
Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the
...
read more..
12 Apr
Atlantic Capital Management
Chris Tobey
2726
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely
...
read more..
31 Mar
Atlantic Capital Management
William C. Newell
2930
Should You Plan to Retire on 80% of Your Income
Examining a long-held retirement planning assumption. A classic retirement planning rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom sti
...
read more..
18 Mar
Atlantic Capital Management
Chris Tobey
2794
Consider an IRA Charitable Rollover
If you want a tax break and want to help a non-profit, this may be a good move. Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment
...
read more..
11 Mar
Atlantic Capital Management
William C. Newell
2783
Should We Break Up The Big Banks?
One Federal Reserve official says we should rethink our financial system. The newest Federal Reserve policymaker just put forth a radical proposal. Neel Kashkari thinks America’s big ba
...
read more..
02 Mar
Atlantic Capital Management
Chris Tobey
2655
White House Proposes Changes to Retirement Plans
A look at some of the ideas contained in the 2017 federal budget. Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in the 2017 f
...
read more..
12 Feb
Atlantic Capital Management
William C. Newell
2787
The IRA Changes to 529 Plans
Learn about the two new tax perks for these college savings vehicles. Do you have a 529 plan account? Then you will want to know about a pair of federal tax law changes which may benefit you and
read more..
05 Feb
Atlantic Capital Management
Chris Tobey
2674
The Chapters of Retirement
The five phases of life after 50 & the considerations that accompany them. The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its ow
read more..
22 Jan
Atlantic Capital Management
William C. Newell
2740
Why You Should Stay in Stocks in 2016
One bad trading day is not the year. The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering ... should you really be inves
...
read more..
06 Jan
Atlantic Capital Management
Chris Tobey
2806
The Fed Makes Its Move
Wall Street rallies as interest rates rise for the first time since 2006. U.S. monetary policy officially changed course Wednesday. Federal Reserve officials voted to raise the federal funds rat
read more..
Results 1 - 24 of 24
Our Blog
2020
(2 articles)
January 2020
(2 articles)
2019
(26 articles)
December 2019
(1 article)
November 2019
(3 articles)
October 2019
(2 articles)
September 2019
(2 articles)
August 2019
(2 articles)
July 2019
(3 articles)
June 2019
(2 articles)
May 2019
(4 articles)
April 2019
(1 article)
March 2019
(3 articles)
February 2019
(2 articles)
January 2019
(1 article)
2018
(23 articles)
December 2018
(1 article)
November 2018
(2 articles)
October 2018
(2 articles)
September 2018
(3 articles)
August 2018
(2 articles)
July 2018
(2 articles)
June 2018
(2 articles)
May 2018
(2 articles)
April 2018
(2 articles)
March 2018
(1 article)
February 2018
(1 article)
January 2018
(3 articles)
2017
(24 articles)
December 2017
(1 article)
November 2017
(2 articles)
October 2017
(1 article)
September 2017
(2 articles)
August 2017
(3 articles)
July 2017
(2 articles)
June 2017
(3 articles)
May 2017
(2 articles)
April 2017
(2 articles)
March 2017
(3 articles)
February 2017
(2 articles)
January 2017
(1 article)
2016
(24 articles)
December 2016
(3 articles)
October 2016
(2 articles)
September 2016
(2 articles)
August 2016
(3 articles)
July 2016
(1 article)
June 2016
(1 article)
May 2016
(2 articles)
April 2016
(2 articles)
March 2016
(4 articles)
February 2016
(2 articles)
January 2016
(2 articles)
2015
(15 articles)
December 2015
(1 article)
November 2015
(1 article)
October 2015
(2 articles)
September 2015
(2 articles)
August 2015
(1 article)
July 2015
(1 article)
June 2015
(1 article)
May 2015
(1 article)
April 2015
(1 article)
March 2015
(1 article)
February 2015
(2 articles)
January 2015
(1 article)
2014
(18 articles)
December 2014
(1 article)
November 2014
(2 articles)
October 2014
(2 articles)
September 2014
(1 article)
August 2014
(1 article)
July 2014
(2 articles)
June 2014
(2 articles)
May 2014
(1 article)
March 2014
(2 articles)
February 2014
(2 articles)
January 2014
(2 articles)
2013
(12 articles)
December 2013
(2 articles)
November 2013
(1 article)
October 2013
(2 articles)
September 2013
(1 article)
August 2013
(2 articles)
July 2013
(2 articles)
June 2013
(1 article)
April 2013
(1 article)
2012
(3 articles)
August 2012
(1 article)
July 2012
(1 article)
June 2012
(1 article)